Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,959 | $167,353-94.0% | $143,797-93.1% | $134,545-92.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -31.15% | 0.48%-31.6pp | -0.04%-31.1pp | 418.37%-449.5pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,293 | $6,447+13.1% | $5,638+29.3% | $6,401+13.9% |
| Admin fee / account holder | $39 | $18,096-99.8% | $14,679-99.7% | $11,431-99.7% |